We at Traction Forge Financial (a GFI Affiliate) are currently expanding and seeking motivated, entrepreneurial-minded individuals who want to build a career in financial services while helping families plan for their financial future. This is an opportunity to learn the industry, develop professional skills, and build your own client base within a supportive team environment.
No prior financial services experience is required — we provide training, mentorship, and licensing support.
As a Financial Services Professional, you'll work directly with individuals and families to help them develop strategies for retirement, protection, and long-term financial stability.
Responsibilities include:
Educating clients on retirement planning and wealth protection strategies
Conducting financial needs analyses
Recommending appropriate financial solutions based on client goals
Building long-term relationships with clients
Creating personalized financial strategies
Utilizing digital platforms to support the client experience
Continuing professional development and industry education
We are looking for individuals who are:
Motivated and self-driven
Entrepreneurial in mindset
Strong communicators who enjoy helping people
Interested in personal and professional growth
Coachable and open to mentorship
Willing to obtain financial licensing (training provided)
Prior experience in finance, sales, business, customer service, or entrepreneurship is helpful but not required.
What We Offer:
Career Development - Clear pathway for growth, leadership opportunities, and the ability to build your own practice.
Comprehensive Training - Hands-on mentorship, structured training programs, and support with required licensing.
Flexible Schedule - Build your business with flexibility and work around your lifestyle.
Purpose-Driven Work - Help families build stronger financial futures while developing your own professional career.
Qualifications:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days